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Nonprofit · EIN 41-6038562

THE W R HOTCHKISS FOUNDATION

Tax-exempt · CLEVELAND, OH 44181

Financials

$5.3M$2.9M2023$725K$1.6M2024
Revenue Expenses · by fiscal year end
Financials of THE W R HOTCHKISS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$725,378$1,626,437-$901,059$17,328,589$0$17,328,589
June 30, 2024990-PF$5,316,519$2,898,629$2,417,890$18,229,648$0$18,229,648
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$550,392
Interest
$23,038
Net gain from sales of assets
$151,948

Expenses

Grants and similar amounts paid
$1,536,436
Disbursements for charitable purposes
$1,569,247
Excise tax on investment income
$9,484

Balance sheet and other

Total assets, start of year
$18,229,648
Total assets, end of year
$17,328,589
Total liabilities, end of year
$0
Net assets, end of year
$17,328,589
Fair market value of assets
$19,171,601
Qualifying distributions
$1,569,247
Net investment income
$725,378

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BARRY C MCCARTHY
PO BOX 818095, CLEVELAND, OH 44181
PRESIDENT2$0
MICHAEL BRADFORD
PO BOX 818095, CLEVELAND, OH 44181
VICE PRESIDENT1$0
BRAD HONEY
PO BOX 818095, CLEVELAND, OH 44181
TREASURER1$0
ALEX GOODWIN
PO BOX 818095, CLEVELAND, OH 44181
SECRETARY2$0
JEFF COTTER
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
KIM CROSS
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
TRACEY ENGELHARDT
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
PETE GODICH
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
KELLY MOYER
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
CHIP ZINT
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
990-PF for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
BARRY C MCCARTHY
PO BOX 818095, CLEVELAND, OH 44181
PRESIDENT2$0
ANDREA KROSKA
PO BOX 818095, CLEVELAND, OH 44181
VICE PRESIDENT4$0
BRAD HONEY
PO BOX 818095, CLEVELAND, OH 44181
TREASURER1$0
CHIP ZINT
PO BOX 818095, CLEVELAND, OH 44181
TREASURER1$0
ALEX GOODWIN
PO BOX 818095, CLEVELAND, OH 44181
SECRETARY2$0
TRACEY ENGELHARDT
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
PETE GODICH
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0
JEAN HERRICK
PO BOX 818095, CLEVELAND, OH 44181
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 818095, CLEVELAND, OH 44181-8095
Signed the 990-PF
BRAD HONEY, TREASURER
Phone
(651) 483-7111

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
41-6038562
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1962
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$17,328,589
Income (IRS master file)
$5,781,255

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$725,378$1,626,437$17,328,589XML
990-PFJune 2024$5,316,519$2,898,629$18,229,648XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-6038562).

Questions about THE W R HOTCHKISS FOUNDATION

What is the EIN of THE W R HOTCHKISS FOUNDATION?
The employer identification number (EIN) of THE W R HOTCHKISS FOUNDATION is 41-6038562.
Is THE W R HOTCHKISS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to THE W R HOTCHKISS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE W R HOTCHKISS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE W R HOTCHKISS FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE W R HOTCHKISS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of THE W R HOTCHKISS FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does THE W R HOTCHKISS FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $725,378, expenses of $1,626,437 and total assets of $17,328,589 at year end.

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